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Simon Quick Advisors’s Oneok OKE Stock Holding History

Simon Quick Advisors’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.99M Buy
22,834
+16,982
+290% +$1.5M 0.08% 142
2026
Q1 		$529K Buy
5,852
+2,391
+69% +$197K 0.02% 244
2025
Q4 		$254K Buy
+3,461
New +$245K 0.01% 333
2025
Q2 		– Sell
-2,793
Closed -$277K – 559
2025
Q1 		$277K Buy
2,793
+291
+12% +$28.9K 0.02% 458
2024
Q4 		$251K Buy
+2,502
New +$256K 0.02% 391
2021
Q4 		– Sell
-160
Closed -$9K – 407
2021
Q3 		$9K Buy
160
+135
+540% +$7.26K ﹤0.01% 355
2021
Q2 		$1K Buy
+25
New +$1.33K ﹤0.01% 432
2020
Q1 		– Sell
-1,254
Closed -$95K – 642
2019
Q4 		$95K Buy
1,254
+47
+4% +$3.36K 0.03% 152
2019
Q3 		$89K Buy
1,207
+700
+138% +$49.5K 0.04% 126
2019
Q2 		$34.9K Buy
507
+7
+1% +$472 0.02% 137
2019
Q1 		$35K Buy
+500
New +$32.4K 0.01% 247
2018
Q3 		– Sell
-400
Closed -$27K – 334
2018
Q2 		$27K Sell
400
-400
-50% -$25.8K 0.01% 230
2018
Q1 		$46K Buy
800
+236
+42% +$13.5K 0.02% 178
2017
Q4 		$33K Sell
564
-436
-44% -$23.3K 0.01% 269
2017
Q3 		$55K Buy
+1,000
New +$54.1K 0.02% 259

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simon Quick Advisors's OKE Position: Q2 2026 in Review

Simon Quick Advisors increased its Oneok (OKE) stake by 290% in Q2 2026, buying an estimated $1.5M and bringing the position to 22,834 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #142.

Simon Quick Advisors first reported a position in OKE in Q3 2017 and has held it in 15 quarters since. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Simon Quick Advisors held 22,834 shares of Oneok worth $1.99M as of Q2 2026.
  • Simon Quick Advisors bought 16,982 Oneok shares in Q2 2026, an estimated $1.5M.
  • Oneok made up 0.08% of Simon Quick Advisors's portfolio in Q2 2026, its #142 holding.
  • Simon Quick Advisors first reported a position in Oneok in Q3 2017 and has held it in 15 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.